Summit Wealth Partners, LLC Innovator Etfs Tr Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,495 shares of IJUL stock, worth $279,655. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,495

Previous 8,495 -0.0%

Holding current value

$279,655

Previous $271 Million 2.34%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$27.51 - $31.94 $32,131 - $37,305	-1,168 Reduced 12.09%	8,495 $271 Million
Q1 2025 May 06, 2025	SELL	$27.58 - $29.96 $4,798 - $5,213	-174 Reduced 1.77%	9,663 $281 Million
Q4 2024 Jan 27, 2025	SELL	$27.59 - $29.25 $76,203 - $80,788	-2,762 Reduced 21.92%	9,837 $272 Million
Q3 2024 Oct 28, 2024	BUY	$27.47 - $29.55 $102,902 - $110,694	3,746 Added 42.31%	12,599 $370 Million
Q2 2024 Sep 11, 2024	BUY	$27.14 - $28.98 $23,611 - $25,212	870 Added 10.9%	8,853 $249 Million

Q1 2024 Sep 11, 2024	SELL	$26.49 - $28.24 $29,244 - $31,176	-1,104 Reduced 12.15%	7,983 $225 Million
Q3 2023 Sep 11, 2024	BUY	$25.36 - $26.65 $230,446 - $242,168	9,087 New	9,087 $231 Million
Q3 2020 Sep 10, 2024	BUY	$22.5 - $23.3 $273,082 - $282,792	12,137 New	12,137 $279 Million

Others Institutions Holding IJUL

# of Institutions

113

Shares Held

6.2M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Innovator Etfs Tr Transaction History